We assume that you have already created the proposal. Click on the mail icon from the right side and the popup with the preview email template will be shown. You can include the proposal link inside the email template and let your customer...

If you don't want to grant VIEW permission for a staff member to see all customers, you can assign the staff member as an admin to specific customer(s). Go to the cust...

To create a new customer contact, open the customer profile in the admin area that you want to create the contact for, then click on the Contacts tab....

Follow these steps if you want to send a set password link to your contact: 1. When creating a new contact: While adding a new contact, check the field Send SET Password Link and do not fill in the p...

General Customer Report Customer reports can be generated from the Reports feature....

With Estate Mailer Pro, you have the option to set customer reminders. This feature ensures that you never forget anything about your customers. Setting a customer reminder is very easy. Navigate to the customer profile fro...

Go to the customer profile and click on the tab for the data you want to export (e.g., Invoices). Select the status or leave it as All and click...

You can view all customer data, such as invoices, contracts, tickets, and notes, by clicking on the Customer Edit button. On the right side, you can view a...

You can enable or disable customer registration from Setup → Settings → Customers → Allow clients to register....

Log in to the dashboard, click Customers, and on the left side, there is a button New Customer. Permissions – This determines w...